A golf cart might reveal more about retirement planning than you think. Amy Ross explains how she reverse-engineers retirement plans to uncover hidden risks, reviews the benefits of annuities and Roth conversions, and discusses why many Gen X workers are unprepared for retirement. Amy also explores spending confidence, tax-efficient planning, and the value of creating a retirement strategy designed to evolve over time.
Amy Ross and the team at Gold Shield Wealth are dedicated to helping adults plan for and manage the hurdles they may face on their journey to retirement. For more information and to schedule your initial no-cost consultation call 843-585-5223 or visit GoldShieldWealth.com!

The Truth About Annuities in Retirement
23:14

Lessons on Work Ethic and Wealth Building
18:58

The 3 Questions That Reveal If You’re Really Ready to Retire
26:24